Overview
This role is key to the overall success of a leading Chartered Financial Planning and Wealth Management firm. You will join a collaborative and supportive team committed to delivering excellent client service. The position involves working closely with Client Managers to ensure the highest levels of service are maintained, alongside a variety of administrative and organisational responsibilities.
General Responsibilities
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Ensuring all client contact is professional and courteous.
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Completing all tasks and updates in a timely manner.
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Maintaining client records in line with data protection policy.
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Adhering to company procedures across all areas including new business, client reviews, complaints, T&C, financial crime, AML, anti-bribery, data protection, conflicts of interest, inducements, and record-keeping.
Specific Responsibilities
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Providing direct support to Client Managers in non-client facing tasks.
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Liaising with Client Managers, Advisers, and clients to provide updates.
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Liaising with providers to obtain policy information.
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Managing and processing Client Letters of Authority (LOAs).
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Updating client files with accurate and up-to-date information.
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Preparing documentation such as portfolio reports, policy summaries, client review packs, and recommendation reports.
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Preparing and processing life insurance quotations and applications.
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Assisting with monthly income reconciliation.
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Handling post, answering calls, and greeting clients professionally.
Requirements
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Previous financial services / IFA administration experience preferred.
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Experience with Intelligent Office CRM would be an advantage.
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Strong organisational skills and attention to detail.
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Professional communication and a proactive approach to client service.